Plan Ledger DOL Form 5500 · updated monthly

Qb Energy Management, LLC401(k)

QB ENERGY 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Qb Energy Management, LLC reported $152,053 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $8,948 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 319th-largest of 1,461 plans among Colorado employers on file, and the 222nd of 612 in mining, oil & gas extraction. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,944,771
Participants with balances324
Active participants221
Employer contributions$1,977,526
Employee contributions$2,745,519
Employer contribution per active participant$8,948
Average account balance$114,027
Benefits paid to participants$7,488,768
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,212
Investment management$99,841
Total administrative$152,053
The Qb Energy Management, LLC 401(k) match · 2024
Employer contribution per active participant$8,948
Median for plans this size$2,416

Qb Energy Management, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
IMA ADVISORY SERVICES INC · Investment advisory (plan)$71,216
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,212
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$28,625

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$152,053 · 0.42%
Same employer
Similar plansMining, Oil & Gas Extraction · Colorado
Calfrac Well Services Corp. CO$50.6M · 0.50%
Purewest Resources, Inc. CO$49.2M · 0.06%
Jonah Energy, LLC CO$47.5M · 0.06%
Caerus Operating LLC CO$34.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 993884505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.